Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Alexander Lapage is a financial professional with over 9 years of experience in the industry. Cody is currently registered with Commonwealth Financial Network as a Registered Representative and Investment Advisor Representative. Previously, Cody was registered with MML INVESTORS SERVICES, LLC and NYLIFE SECURITIES LLC. Cody holds Series 6, 7, 63, and 65 licenses. Cody's areas of specialization include retirement planning, college savings, investment planning, insurance, and estate planning. Cody is dedicated to providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
05/10/2024 - Present
Commonwealth Financial Network (Saratoga Springs NY)
NY
08/18/2016 - 05/14/2024
MML INVESTORS SERVICES, LLC (Saratoga Springs NY)
NY
01/01/2015 - 07/27/2016
NYLIFE SECURITIES LLC (LATHAM NY)
IA
Issued 02/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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